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Alternative Reality – Global Thematic Research

2017-07-03
Alternative Reality – Global Thematic Research Summary Alternative reality – which encompasses virtual reality (VR), augmented reality (AR) and mixed reality (MR) – could become the next big computing platform. In VR, the user...

Valuing FAANG and BAT stocks – Global Thematic Research

2017-06-14
Valuing FAANG and BAT stocks – Global Thematic Research Summary Facebook, Amazon, Apple, Netflix, Google and Microsoft (“FAANGM”) Apple, Microsoft and Google: These are the safest companies to hold in this group today because...

Cybersecurity Presentation June 2017 – Global Thematic Research

2017-06-07
Cybersecurity Presentation June 2017 – Global Thematic Research Summary The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” to send “rogue code”...

Blockchain – Global Thematic Research

2017-05-03
Blockchain – Global Thematic Research Summary Blockchain is an electronic ledger of transactions that are continuously maintained in blocks of records. The ledgers are jointly held and run by all participants. Coupled with cryptographic...

Social Media Sector Scorecard – Global Thematic Research

2017-04-13
Social Media Sector Scorecard – Global Thematic Research Summary Technology themes: artificial intelligence, voice, monetisation models, virtual & augmented reality, money transfer services, crowdfunding, news curation, workplace...

Japan Tech – Global Thematic Research

2017-03-28
Japan Tech – Global Thematic Research Summary After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity....

Industrial Internet presentation 24 Feb 2017 – Global Thematic Research

2017-02-24
Industrial Internet presentation 24 Feb 2017 – Global Thematic Research Summary The Internet of Things can only take off once all connected devices speak the same language. This has kicked off an intense battle for domination of the communications...

Cloud Computing – Global Thematic Research

2017-02-21
Cloud Computing – Global Thematic Research Summary Software as a service (SaaS), accessed via the Public Cloud, has become the most efficient way to develop and deliver software. As a result, a new breed of ‘Cloud native’ SaaS players...

Semiconductors In The Age of AI – Global Thematic Research

2017-01-30
Semiconductors In The Age of AI – Global Thematic Research Summary After transitioning from mainframes to PCs to servers to Cloud-based data centers, computing is about to make another transition: Artificial intelligence (AI) is the next...

TMT Predictions 2017 – Global Thematic Research

2017-01-20
TMT Predictions 2017 – Global Thematic Research Summary The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain,...
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